Moelis & Co
MC- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001596967
In the last 90 days, Moelis & Co insiders filed 0 open-market purchases and 2 sales; 397 institutions reported holding it in 13F filings for Q2 2026, worth $5.25B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Moelis & Co as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 280
- +17 vs. Q3 2023
- Shares held
- 72.4M
- −432.2K (−0.6%) vs. Q3 2023
- Total value
- $4.06B
- +$775.9M (+23.6%) vs. Q3 2023
- New holders
- 52
- 84 more added
- Sold out
- 35
- 107 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 397 | $5.25B |
| Q1 2026 | 402 | $4.56B |
| Q4 2025 | 399 | $5.32B |
| Q3 2025 | 397 | $5.40B |
| Q2 2025 | 376 | $4.74B |
| Q1 2025 | 380 | $4.34B |
| Q4 2024 | 352 | $5.26B |
| Q3 2024 | 334 | $4.91B |
| Q2 2024 | 294 | $4.13B |
| Q1 2024 | 308 | $4.12B |
| Q4 2023 | 280 | $4.06B |
| Q3 2023 | 268 | $3.30B |
| Q2 2023 | 259 | $3.42B |
| Q1 2023 | 245 | $2.53B |
| Q4 2022 | 241 | $2.44B |
| Q3 2022 | 246 | $2.12B |
| Q2 2022 | 260 | $2.42B |
| Q1 2022 | 281 | $2.78B |
| Q4 2021 | 313 | $3.62B |
| Q3 2021 | 291 | $3.47B |
| Q2 2021 | 272 | $3.22B |
| Q1 2021 | 259 | $3.16B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Moelis & Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,002,597 | $449.2M | 0.01% | +211,321+2.7% | Added |
| Vanguard Group Inc | 7,772,642 | $436.3M | 0.01% | −14,841−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,081,890 | $397.5M | 0.99% | −197,319−2.7% | Reduced |
| London Co of Virginia | 3,468,178 | $194.7M | 1.10% | +50,106+1.5% | Added |
| Goldman Sachs Group Inc | 3,374,385 | $189.4M | 0.04% | +334,620+11.0% | Added |
| Wasatch Advisors Inc | 3,257,846 | $182.9M | 1.01% | −192,328−5.6% | Reduced |
| Timucuan Asset Management Inc | 2,977,227 | $167.1M | 5.84% | −73,467−2.4% | Reduced |
| State Street Corp | 2,560,694 | $143.7M | 0.01% | +61,218+2.4% | Added |
| Alliancebernstein L.P. | 2,117,397 | $118.8M | 0.05% | −121,337−5.4% | Reduced |
| Heard Capital LLC | 1,858,119 | $104.3M | 6.99% | −5,851−0.3% | Reduced |
| Geode Capital Management, LLC | 1,409,016 | $79.1M | 0.01% | +68,860+5.1% | Added |
| Madison Asset Management, LLC | 1,399,649 | $78.6M | 1.06% | +60,455+4.5% | Added |
| JPMorgan Chase & Co | 1,147,882 | $64.4M | 0.01% | −326,260−22.1% | Reduced |
| HighTower Advisors, LLC | 1,135,195 | $63.7M | 0.11% | +23,995+2.2% | Added |
| Dimensional Fund Advisors LP | 1,123,921 | $63.1M | 0.02% | −75,228−6.3% | Reduced |
| Westwood Holdings Group Inc. | 1,122,386 | $63.0M | 0.53% | −178,116−13.7% | Reduced |
| Ameriprise Financial Inc | 1,108,431 | $62.2M | 0.02% | +39,607+3.7% | Added |
| Artisan Partners Limited Partnership | 1,079,047 | $60.6M | 0.10% | −39,955−3.6% | Reduced |
| Wells Fargo & Company | 1,077,545 | $60.5M | 0.02% | −12,870−1.2% | Reduced |
| Lord, Abbett & Co. LLC | 1,062,843 | $59.7M | 0.21% | −152,632−12.6% | Reduced |
| Northern Trust Corp | 921,697 | $51.7M | 0.01% | −6,008−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 814,568 | $45.7M | 0.01% | +21,839+2.8% | Added |
| Principal Financial Group Inc | 796,756 | $44.7M | 0.03% | +3,553+0.4% | Added |
| Bank of New York Mellon Corp | 754,205 | $42.3M | 0.01% | −180,435−19.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 752,615 | $42.2M | 0.42% | +136,235+22.1% | Added |
| Norges Bank | 743,268 | $41.7M | 0.01% | +296,484+66.4% | Added |
| Capital World Investors | 719,000 | $40.4M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 714,263 | $40.1M | 0.00% | +123,706+20.9% | Added |
| Bamco Inc | 547,747 | $30.7M | 0.08% | −2,405−0.4% | Reduced |
| Cramer Rosenthal McGlynn LLC | 522,402 | $29.3M | 1.59% | +87,917+20.2% | Added |
| Bank of America Corp | 510,305 | $28.6M | 0.00% | +17,710+3.6% | Added |
| Royal Bank of Canada | 485,392 | $27.2M | 0.01% | +115,086+31.1% | Added |
| Emerald Advisers, LLC | 451,043 | $25.3M | 1.08% | −7,259−1.6% | Reduced |
| Tributary Capital Management, LLC | 441,588 | $24.8M | 2.09% | −7,550−1.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 380,711 | $21.4M | 1.13% | 00.0% | Unchanged |
| Raymond James & Associates | 367,981 | $20.7M | 0.02% | −12,042−3.2% | Reduced |
| Victory Capital Management Inc | 241,728 | $13.6M | 0.01% | −16,507−6.4% | Reduced |
| Stifel Financial Corp | 231,230 | $13.0M | 0.02% | +20,193+9.6% | Added |
| Capital Management Corp | 218,527 | $12.3M | 2.41% | −12,405−5.4% | Reduced |
| SEI Investments Co | 207,005 | $11.6M | 0.02% | −20,616−9.1% | Reduced |
| Nuveen Asset Management, LLC | 205,709 | $11.5M | 0.00% | +35,184+20.6% | Added |
| Rhumbline Advisers | 198,989 | $11.2M | 0.01% | −3,881−1.9% | Reduced |
| Legal & General Group Plc | 191,399 | $10.7M | 0.00% | +2,214+1.2% | Added |
| Azora Capital LP | 188,858 | $10.6M | 0.96% | +188,858 | New |
| Invesco Ltd. | 186,923 | $10.5M | 0.00% | −93,847−33.4% | Reduced |
| Envestnet Asset Management Inc | 183,229 | $10.3M | 0.00% | +21,534+13.3% | Added |
| Royce & Associates LP | 178,869 | $10.0M | 0.09% | −100,378−35.9% | Reduced |
| Barclays PLC | 176,687 | $9.92M | 0.01% | −117,323−39.9% | Reduced |
| Deutsche Bank AG | 176,348 | $9.90M | 0.01% | +250.0% | Added |
| Winslow Asset Management Inc | 174,963 | $9.82M | 2.00% | +2,593+1.5% | Added |
| Natixis Advisors, L.P. | 146,449 | $8.22M | 0.02% | +23,426+19.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 146,019 | $8.20M | 0.04% | +76,889+111.2% | Added |
| UBS Group AG | 143,711 | $8.07M | 0.00% | +21,813+17.9% | Added |
| Public Sector Pension Investment Board | 138,345 | $7.77M | 0.06% | +56,062+68.1% | Added |
| Swiss National Bank | 131,200 | $7.36M | 0.01% | −15,100−10.3% | Reduced |
| FMR LLC | 123,932 | $6.96M | 0.00% | +2,123+1.7% | Added |
| Grandeur Peak Global Advisors, LLC | 123,815 | $6.95M | 0.49% | −14,660−10.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 109,275 | $6.13M | 0.11% | +109,275 | New |
| HSBC Holdings PLC | 104,496 | $5.91M | 0.01% | +413+0.4% | Added |
| Regions Financial Corp | 104,518 | $5.87M | 0.05% | −4,328−4.0% | Reduced |
| First Eagle Investment Management, LLC | 97,051 | $5.45M | 0.01% | −8,055−7.7% | Reduced |
| Mutual of America Capital Management LLC | 96,568 | $5.42M | 0.06% | +20,413+26.8% | Added |
| Jennison Associates LLC | 93,238 | $5.23M | 0.00% | −8,313−8.2% | Reduced |
| UBS Asset Management Americas Inc | 79,234 | $4.45M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 77,951 | $4.38M | 0.01% | −1,699−2.1% | Reduced |
| Susquehanna International Group, LLP | 74,759 | $4.20M | 0.01% | +63,182+545.8% | Added |
| Public Employees Retirement System of Ohio | 71,489 | $4.01M | 0.02% | −7,202−9.2% | Reduced |
| Jane Street Group, LLC | 71,249 | $4.00M | 0.00% | +38,411+117.0% | Added |
| California State Teachers Retirement System | 70,300 | $3.95M | 0.01% | −3,316−4.5% | Reduced |
| Credit Suisse AG | 68,455 | $3.84M | 0.00% | +4,655+7.3% | Added |
| Fisher Asset Management, LLC | 67,365 | $3.78M | 0.00% | −5,396−7.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 62,357 | $3.50M | 0.04% | −1,660−2.6% | Reduced |
| Salvus Wealth Management, LLC | 62,153 | $3.49M | 2.48% | −2,235−3.5% | Reduced |
| Thrivent Financial for Lutherans | 59,404 | $3.33M | 0.01% | −1,497−2.5% | Reduced |
| Squarepoint Ops LLC | 58,661 | $3.29M | 0.01% | −40,393−40.8% | Reduced |
| Moran Wealth Management, LLC | 58,423 | $3.28M | 0.12% | +1,447+2.5% | Added |
| Texas Permanent School Fund | 57,581 | $3.23M | 0.03% | +1,049+1.9% | Added |
| Richard Bernstein Advisors LLC | 56,761 | $3.19M | 0.07% | +32+0.1% | Added |
| New York State Common Retirement Fund | 56,600 | $3.18M | 0.00% | −1,404−2.4% | Reduced |
| Great West Life Assurance Co | 56,183 | $3.15M | 0.01% | −11,701−17.2% | Reduced |
| DFPG Investments, LLC | 57,004 | $3.10M | 0.24% | +2,004+3.6% | Added |
| HRT Financial LP | 54,584 | $3.06M | 0.02% | +15,778+40.7% | Added |
| Vestmark Advisory Solutions, Inc. | 54,196 | $3.04M | 0.15% | +3,009+5.9% | Added |
| State of New Jersey Common Pension Fund D | 52,432 | $2.94M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 52,365 | $2.94M | 0.01% | −569−1.1% | Reduced |
| Strata Wealth Advisors, LLC | 52,050 | $2.92M | 1.15% | +52,050 | New |
| Park Circle Co | 50,176 | $2.82M | 2.72% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 50,149 | $2.81M | 0.07% | −1,142−2.2% | Reduced |
| First National Bank of Omaha | 48,473 | $2.72M | 0.17% | −1,514−3.0% | Reduced |
| Neuberger Berman Group LLC | 48,191 | $2.70M | 0.00% | −1,422−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 46,363 | $2.60M | 0.04% | −2,597−5.3% | Reduced |
| Cornerstone Investment Partners, LLC | 46,245 | $2.60M | 0.15% | +1,675+3.8% | Added |
| Brinker Capital Investments, LLC | 45,829 | $2.57M | 0.03% | −2,830−5.8% | Reduced |
| Orion Portfolio Solutions, LLC | 45,829 | $2.57M | 0.03% | −2,830−5.8% | Reduced |
| LPL Financial LLC | 45,556 | $2.56M | 0.00% | −8,277−15.4% | Reduced |
| Manufacturers Life Insurance Company, The | 44,027 | $2.47M | 0.00% | +1,054+2.5% | Added |
| Voya Investment Management LLC | 42,068 | $2.36M | 0.00% | +226+0.5% | Added |
| Twinbeech Capital LP | 41,430 | $2.33M | 0.04% | +41,430 | New |
| Citigroup Inc | 41,017 | $2.30M | 0.00% | +12,464+43.7% | Added |
| State of Alaska, Department of Revenue | 40,992 | $2.30M | 0.03% | −457−1.1% | Reduced |